Northwestern Mutual Wealth Management’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.02K | Hold |
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|
2025
Q2 | $3.81K | Hold |
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|
2025
Q1 | $3.77K | Hold |
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|
2024
Q4 | $3.65K | Hold |
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|
2024
Q3 | $3.78K | Hold |
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|
2024
Q2 | $3.4K | Hold |
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|
2024
Q1 | $3.32K | Sell |
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|
2023
Q4 | $61K | Buy |
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|
2023
Q3 | $3.17K | Hold |
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|
2023
Q2 | $3.37K | Hold |
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|
2023
Q1 | $3.56K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $11K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $8K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $0 | Buy |
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